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7060 S. Yale Suite 701, Tulsa, OK 74136-5740 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OK | RA | APPROVED | 2024-12-06 |
Branch Locations
7060 S. Yale Suite 701, Tulsa, OK 74136-5740 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| American National | Tulsa | OK | 10/2015 | 09/2016 |
| Northwestern Mutual Life Insurance Company | Milwaukee | WI | 09/2016 | 11/2018 |
| Northwestern Mutual Investment Services Llc | Tulsa | OK | 02/2017 | 11/2018 |
| Northwestern Mutual Wealth Management Company | Milwaukee | WI | 03/2018 | 11/2018 |
| Lpl Financial, Llc | Tulsa | OK | 11/2018 | 09/2022 |
| Drawbridge Capital, Llc | Tulsa | OK | 04/2019 | 09/2022 |
| Bisdorf Palmer, Llc | Fort Worth | TX | 09/2022 | 03/2023 |
| Commonwealth Financial Network | San Diego | CA | 09/2022 | 03/2023 |
| Bok Financial Securities, Inc. | Tulsa | OK | 05/2023 | Present |
| Bokf, Na | Tulsa | OK | 05/2023 | Present |
| J. M. Brown Financial Partners | Tulsa | OK | 05/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2019-04-18 |
| S63 | Uniform Securities Agent State Law Examination | 2017-04-01 |
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